DB Wealth Management Group’s Simon Property Group SPG Stock Holding History

DB Wealth Management Group’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$14.3K	Hold	100	–	–	0.01%	264
2023 Q3	$10.8K	Hold	100	–	–	0.01%	272
2023 Q2	$11.5K	Hold	100	–	–	0.01%	274
2023 Q1	$11.2K	Hold	100	–	–	0.01%	273
2022 Q4	$11.7K	Buy	+100	New	+$11.1K	0.01%	265
2022 Q2	–	Sell	-100	Closed	-$13K	–	319
2022 Q1	$13K	Hold	100	–	–	0.01%	294
2021 Q4	$16K	Hold	100	–	–	0.01%	246
2021 Q3	$13K	Hold	100	–	–	0.01%	250
2021 Q2	$13K	Hold	100	–	–	0.01%	252
2021 Q1	$11K	Hold	100	–	–	0.01%	270
2020 Q4	$9K	Buy	+100	New	+$7.64K	0.01%	278

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DB Wealth Management Group's SPG Position: Q4 2023 in Review

DB Wealth Management Group held its Simon Property Group (SPG) position steady in Q4 2023 at 100 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #264.

DB Wealth Management Group first reported a position in SPG in Q4 2020 and has held it in 11 quarters since. The position peaked at $16K in Q4 2021. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

DB Wealth Management Group held 100 shares of Simon Property Group worth $14.3K as of Q4 2023.
DB Wealth Management Group left its Simon Property Group share count unchanged in Q4 2023.
Simon Property Group made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #264 holding.
DB Wealth Management Group first reported a position in Simon Property Group in Q4 2020 and has held it in 11 quarters since.
DB Wealth Management Group's Simon Property Group position peaked at $16K in Q4 2021.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.